Connect Upkeep and Membrain to Build Intelligent Automations

Choose a Trigger

Upkeep

When this happens...

Choose an Action

Membrain

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Activity Created

New Activity Created

Runs when a new activity is created in Membrain.

Prospect Is Disqualified

Prospect Is Disqualified

Runs when a prospect is disqualified.

Prospect Moves To Stage

Prospect Moves To Stage

Runs when a prospect is moved to a specific stage.

Sales Project Is Archived

Sales Project Is Archived

Runs when a sales project is archived.

New Sales Project Created

New Sales Project Created

Runs when a new sales project is created.

Sales Project Is Won

Sales Project Is Won

Runs when a sales project is won.

Do thisActions

Action is the task that follows automatically within your Upkeep integrations.

Get All Users

Get All Users

Get details of all existing users

List Users

List Users

List all users for your account.

List Locations

List Locations

List All Locations

List Parts

List Parts

List All Parts

List Assets

List Assets

List All Assets.

List Custom Fields

List Custom Fields

List all custom fields.

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Frequently Asked Questions

How do I start an integration between Upkeep and Membrain?

To start, connect both your Upkeep and Membrain accounts to viaSocket. Once connected, you can set up a workflow where an event in Upkeep triggers actions in Membrain (or vice versa).

Can we customize how data from Upkeep is recorded in Membrain?

Absolutely. You can customize how Upkeep data is recorded in Membrain. This includes choosing which data fields go into which fields of Membrain, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Upkeep and Membrain?

The data sync between Upkeep and Membrain typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Upkeep to Membrain?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Upkeep and Membrain?

Yes, you can set conditional logic to control the flow of data between Upkeep and Membrain. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Upkeep

About Upkeep

Upkeep is a leading maintenance management software designed to streamline work orders, manage assets, and improve overall operational efficiency. Ideal for facilities, property, and asset management, Upkeep helps teams stay organized and productive.

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Membrain

About Membrain

Membrain's software and services make it easy for sales teams to execute a sales strategy to consistently reach sales targets.

Learn More